Chandan Bhatnagar Email & Phone Number

Mumbai, Maharashtra, India

Mumbai, Maharashtra, India

Supervision of routing activities, conceptualization of new ideas and their execution for improving client retention and increasing their satisfaction.Identifying the problem from customer complaints and ensure continuous improvement by solving the problem and preventing from happening againRTA- Coordination for NFO’s Ongoing Allotments, Subscriptions/redemptions and recon, corporate actionsCoordination with NSE/BSE/NSDL/CDSLDeveloping process improvements with a focus on… Show more Supervision of routing activities, conceptualization of new ideas and their execution for improving client retention and increasing their satisfaction.Identifying the problem from customer complaints and ensure continuous improvement by solving the problem and preventing from happening againRTA- Coordination for NFO’s Ongoing Allotments, Subscriptions/redemptions and recon, corporate actionsCoordination with NSE/BSE/NSDL/CDSLDeveloping process improvements with a focus on reducing cost and increasing efficiencyIdentifying opportunities and recommending changes to improve processes and procedures.Monitoring transaction Processing of Mutual Fund operations.Quality consciousness: Quality standard maintenance with due respect to compliance, accuracy and neatness of jobNFO’s/FMPs handling, processing and complying with various compliance reports with regulatory.Monitoring MIS Reports to Top Management for decision making.Liasoning with NSE/BSE/NSDL/CDSL/Registrar/Branches for all day to day operational activities.Managing all payments of Vendors/registrar in line with SLA etc.,Handling MIS reporting of Mutual Fund transactions as per the compliance laid by statutory authorities such as SEBI, AMFI.Banking Relationship – Recon, Cash Flows.Coordinating with the technology team to bring service initiatives as well as establishing system related controls, reducing TAT and cost of processing.Understanding business process, study and analyse workflow to design solutions as well as conducting gap analysis, assess scope of studies & suggest solutions.Punctuality: in transaction reporting's, complaint handling, servicing, etc Show less

Mumbai

Supervision of routing activities, conceptualization of new ideas and their execution for improving client retention and increasing their satisfaction.Identifying the problem from customer complaints and ensure continuous improvement by solving the problem and preventing from happening againRTA- Coordination for NFO’s Ongoing Allotments, Subscriptions/redemptions and recon, corporate actionsCoordination with NSE/BSE/NSDL/CDSLDeveloping process improvements with a focus on… Show more Supervision of routing activities, conceptualization of new ideas and their execution for improving client retention and increasing their satisfaction.Identifying the problem from customer complaints and ensure continuous improvement by solving the problem and preventing from happening againRTA- Coordination for NFO’s Ongoing Allotments, Subscriptions/redemptions and recon, corporate actionsCoordination with NSE/BSE/NSDL/CDSLDeveloping process improvements with a focus on reducing cost and increasing efficiencyIdentifying opportunities and recommending changes to improve processes and procedures.Monitoring transaction Processing of Mutual Fund operations.Quality consciousness: Quality standard maintenance with due respect to compliance, accuracy and neatness of jobNFO’s/FMPs handling, processing and complying with various compliance reports with regulatory.Monitoring MIS Reports to Top Management for decision making.Liasoning with NSE/BSE/NSDL/CDSL/Registrar/Branches for all day to day operational activities.Managing all payments of Vendors/registrar in line with SLA etc.,Handling MIS reporting of Mutual Fund transactions as per the compliance laid by statutory authorities such as SEBI, AMFI.Banking Relationship – Recon, Cash Flows.Coordinating with the technology team to bring service initiatives as well as establishing system related controls, reducing TAT and cost of processing.Understanding business process, study and analyse workflow to design solutions as well as conducting gap analysis, assess scope of studies & suggest solutions.Punctuality: in transaction reporting's, complaint handling, servicing, etc Show less

Mumbai Area, India

To assist VP in devising new procedures and guidelines for improvements in existing products and services / operationalising new products etc.Handling listing of mutual fund schemes which includes corporate action, coordination with CDSL/NSDL etc.Handling of liquid, debt transaction & Branch co-ordination.Handling Non commercial transaction.Handling special products i.e. SIP, Micro Pension Schemes, STP,SWP etc.To analyses the process/ product of work area and identify… Show more To assist VP in devising new procedures and guidelines for improvements in existing products and services / operationalising new products etc.Handling listing of mutual fund schemes which includes corporate action, coordination with CDSL/NSDL etc.Handling of liquid, debt transaction & Branch co-ordination.Handling Non commercial transaction.Handling special products i.e. SIP, Micro Pension Schemes, STP,SWP etc.To analyses the process/ product of work area and identify critical sub-processesTo adhere to the SLAs as per the MoU.Handling the MIS requirements to ensure process is in control for the work areas Monitor all Special products processes/ sub-processes, identify deviations and initiate corrective action.Analyses the MIS data and suggest process and system improvements on a continuous basisTo coordinate with various teams at the RTA and internal customers at UTISupervising the queries related to liquid, debt as well as Special products.Handling New Fund Offer.Weekly Review & monitoring the process of RTA including commercial as well as non commercial transaction.Handling & monitoring smooth functioning dividend Payments Show less

Mumbai Area, India

• Responsible for effective banking of unit related transactions of mutual funds and Unit Capital Reconciliation for redemption and collection. The various functions include:  Receivable reconciliation  Brokerage reconciliation  Switch reconciliation Follow up for unidentified credits and unclear cases  Reconciling unclaimed payments • Handling opening of accounts for NFO’s. • Monitoring timely and error free cash flow management in co-ordination with Fund… Show more • Responsible for effective banking of unit related transactions of mutual funds and Unit Capital Reconciliation for redemption and collection. The various functions include:  Receivable reconciliation  Brokerage reconciliation  Switch reconciliation Follow up for unidentified credits and unclear cases  Reconciling unclaimed payments • Handling opening of accounts for NFO’s. • Monitoring timely and error free cash flow management in co-ordination with Fund Managers .• Managing all banking letters for effective fund utilization for banking operations. • Responsible for monitoring RBI bank balance on a daily basis to ensure that there is no negative balance in the sheets• Collections Withdrawals thru Various RTGS Banks• Handling customer queries and concerns over the counters and on emails.• Accurate reporting of collections to our fund manager.• The job involved processing of redemptions/ subscriptions with high level of accuracy and timely deliveries.• Arrange for brokerage funding activity by effectively coordinating with internal customer and bank.• Foster company success by building strong customer relationship.• Identity, develop and implement process improvements and generate innovate solutions.• Handled redemptions payments and reconciliation, collection withdrawals through various RTGS banks, activation of CMS codes, liaising with customer service centre across India etc.• Generation of MIS reports and data mining for effectual decisions Show less

Master Of Business Administration (Mba), Banking, Corporate, Finance, And Securities Law

Mba/Mms, Finance